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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC4 years Service code 11 · EIN 53-0181291 | Actuarial | $253,186 |
HUMANA INSURANCE COMPANY2 years Filed as: HUMANA Service code 23 · EIN 39-1263473 | Insurance services; Direct payment fr... | $230,763 |
WILLIS TOWERS WATSON US LLC8+ years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 28 · EIN 52-1868818 | Investment Management | $207,500 |
STATE STREET GLOBAL ADVISORS8+ years Filed as: STATE STREET BANK AND TRUST Service code 19 · EIN 04-1867445 | Securities Custodian | $85,515 |
CLIFTONLARSONALLEN LLP4 years Service code 21 · EIN 41-0746749 | Bank Trustee | $6,952 |
DELTA DENTAL5 years Service code 12 · EIN 38-1791480 | Direct payment from the plan; Contrac... | $6,513 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $107,032-100.0% | - | $107,032-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 9.9%-9.9pp |
| Annual return | -22.53% | -14.09%-8.4pp | 179.55%-202.1pp | -5.25%-17.3pp |
| Employer contribution / active EE | $2,479 | $19,237-87.1% | $24,917-90.1% | $15,161-83.6% |
| Participant deferral / active EE | $0 | $307-100.0% | $463-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $3,859-100.0% | - | $3,859-100.0% |